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Set Up Backup Models
Activate and configure Einstein for Nonprofits to generate and display predictive insights by using Backup Models.
Backup Models should be enabled at the same time that you invoke Einstein Prediction Builder (EPB) from the Einstein for Nonprofits app. You can also activate or deactivate Backup Models later. The Backup Model job is a batchable Apex. However, Salesforce recommends that you enable Backup Models during initial activation.
If Backup Models are enabled at the same time as EPB, the results from EPB appear on the Contact cards. If EPB is unable to model the dataset and generate predictions due to insufficient data volumes in the org or an application error, then the results from Backup Models are shown instead. If Backup Models aren’t enabled during initial activation, then a failure by EPB to generate scores results in a lack of data for Contact cards.
Activate Backup Models for the First Time
To activate Backup Models for the first time:
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From App Launcher, open the Einstein for Nonprofits app.
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Click the Get Started tab.
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Click the Einstein Platform or Backup Model tile.
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Select Default Backup Model Schedule.
The Backup Model job is controlled by the APEX scheduler and runs on the default schedule.
Subsequent Configuration of Backup Models
You can activate or deactivate one or more Backup Models. Deactivating all Backup Models prevents the scheduled Backup Model job from running.
To activate or deactivate Backup Models after the first time:
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Launch the Einstein for Nonprofits app from the App Launcher.
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Click the Get Started tab.
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Click the Backup Model tile.
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To activate or deactivate the generation of predictions, on the Backup Models Status page, click Edit, and then select or deselect the checkboxes.
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Click Save.
You can modify the default schedule for Backup Models from Setup.
Display Backup Model Predictions
Backup Models provide you with predictive metrics while the data in your org grows to meet thresholds that allow EPB to successfully generate its own metrics.
You can view predictive insight percent probability scores on each constituent’s Contact card. Modify the page layout for the Contact object to display these scores by using Custom Lightning Web Components.
